SLICESPACE
SLICESPACE INC. Legal Name
Adviser information for SLICESPACE last updated from Form ADV on September 22nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-128400 |
|---|---|
| SEC ERA File Number | 801-128400 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326140 |
| Legal Entity Identifier | None |
Principal Office
18000 COMMERCE PARKWAYUNIT A
MT. LAUREL
NJ
United States
Monday - Friday, 9AM - 5PM
Tel: (856) 874-6935, Fax: NONE
Chief Compliance Officer
VICTORIA PARTINGTON
CORPORATE SECRETARY
4295 SHEAF LANE
CENTER VALLEY
PA
United States
Tel:
(302) 521-2566
V*******@*************M
(Full email address available in API data)
Regulatory Contact
MORY KATAN
CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER
18000 COMMERCE PARKWAY
UNIT A
MT. LAUREL
NJ
United States
Tel:
(856) 874-6935
M***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KATAN, MORY | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | 06/2023 | 50-75% |
| SIMRELL, BAILEY | Individual | – | CHIEF OPERATIONS OFFICER & CHIEF TECHNOLOGY OFFICER | 06/2023 | 10-25% |
| PARTINGTON, VICTORIA | Individual | – | CHIEF COMPLIANCE OFFICER & CORPORATE SECRETARY | 06/2023 | < 5% |